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Thyme is building the next generation of tools for financial advisors.
There are 300k+ financial advisors in the US using a digital Rolodex to manage their client relationships, and it's time for a makeover.
At Thyme we are building the OS for financial advisors that allows them to automatically take notes in meetings (in-person, online, and phone calls), manage their client records with the help of AI, and offer a client portal where clients can track their assets, manage tasks, and even pay for their services.
Our users have replaced their legacy CRMs and billing solutions with us while deepening their clients' relationships thanks to our client portal and AI tooling that puts rich context at their fingertips.
면책 조항: WebCatalog는 Thyme에 의해 제휴, 연관, 승인, 보증된 것이 아니며, 어떤 방식으로도 공식적으로 연결되어 있지 않습니다. 모든 제품 이름, 로고, 브랜드는 각 소유자의 자산입니다.
